You can add one or more metrics to your partner programs to get a holistic view of KPIs across various functions like marketing; opportunities, sales plans, solutions, etc. This allows you to view your metrics together in one dashboard view without needing to navigate to different places or run various reports.
Enter/Select one or more metrics for your partner programs.For example, you can select Annual Recurring Revenue (ARR); Annual Contract Value (ACV), Total Contract Value (TCV) or any other.
- Enter a Metric Name.
- Select a Metric Type-Number or Currency.
- Enter a Goal.
- In Access Control select amongst Shared or Private.
- Enter Manual Results.
- Click Save.
- To add another metric, click Add Another Metric button.
To edit a metric, go to the Metrics section and navigate to the specific metric that you want to edit. Hovering will enable the pencil icon. Click to open the metric and edit.
To delete a metric, click the Delete button.